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Strategic Point Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Strategic Point Investment Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Buy
224,324
+6,051
+3% +$448K 2.24% 16
2026
Q1 		$15.3M Buy
218,273
+1,703
+0.8% +$126K 2.23% 16
2025
Q4 		$16.8M Buy
216,570
+6,497
+3% +$491K 2.33% 17
2025
Q3 		$16M Buy
210,073
+4,190
+2% +$316K 2.3% 17
2025
Q2 		$15.2M Buy
205,883
+1,578
+0.8% +$109K 2.35% 17
2025
Q1 		$14.2M Sell
204,305
-985
-0.5% -$69.8K 2.37% 17
2024
Q4 		$14.1M Buy
+205,290
New +$14.1M 2.3% 16

Other funds holding FNCL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Strategic Point Investment Advisors's FNCL Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 2.8% in Q2 2026, buying an estimated $448K and bringing the position to 224,324 shares worth $17.2M. The position accounts for 2.24% of the portfolio, ranked #16.

Strategic Point Investment Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Strategic Point Investment Advisors held 224,324 shares of Fidelity MSCI Financials Index ETF worth $17.2M as of Q2 2026.
  • Strategic Point Investment Advisors bought 6,051 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $448K.
  • Fidelity MSCI Financials Index ETF made up 2.24% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Strategic Point Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.